How we're doing

1 Dec 2025 to 6 Nov 2026, by month. Compared with the 12 months before (1 Dec 2024 to 30 Nov 2025). Click any bar to see what's behind it.
How the business is doing, in charts. Choose a tab for the question you're asking.How it works
  • Money: what you invoiced, what came in, profit after costs, and who still owes you.
  • Sales: deals won, what's likely to close, win rate and outreach.
  • Channels: how clients found you, and what each route has earned. Clients: client health and recurring care plan income.
  • Delivery: team capacity, hours, partner spend and client site traffic. Team: who's been doing what.
  • Everything is worked out from what's already in the Studio, so there's nothing to fill in here. Pick a date range on the right; most charts compare it with the period before (the dashed line).
This monthLast month3 months6 months12 monthsThis year
to
Won
£104,700
999+%vs £4.8k before
11 deals
Win rate
65%
35%vs 100% before
11 won · 6 lost
Average deal
£9,518
98%vs £4.8k before
Days to win
25
23%vs 32 before
Deal created to won
Pipeline, weighted
£47,835
£118,050 across 14 deals
Outreach replies
8
100%vs 0 before
21% of 39 emails · 7 calls booked (0 before)

Deal hygiene

3 of 14 open deals need tidying. Accurate deals keep the forecast and reports right.

  • No activity in 14 days0
  • Close date has passed0
  • No value0
  • No source0
  • No contact0

Won

Value of deals won, by when they closed

  • Won
  • Total, the 12 months before

Expected to close

Open deals by expected close date, weighted by stage. 3 deals have no date and aren't shown.

Pipeline by stage

All open deals now. Pink is what they're likely worth.

  • Weighted
  • Rest of the value

Win rate

Of deals closed in each period

Where work comes from

Deals started in this period, by source

Outreach

Emails to prospects and automatic follow-ups sent from the Studio, and calls booked

  • Emails sent
  • Opened
  • Replied
  • Calls booked
Target pacing
£20,000 a month · average deal £9,518 · 69% of proposals accepted
On paceHow we're doing ↗
November£6,500 won + £26,800 likelyCovered
December£0 won + £18,930 likely£1,070 short
About 1 more proposal for December would close the gap, at your usual deal size and acceptance rate.
January£0 won£20,000 short
About 4 more proposals for January would close the gap, at your usual deal size and acceptance rate.

Dark: won. Grey: open deals weighted by stage, by expected close date (£2,105 more has no close date set). Pink line: target.

Why we win and lose
From 6 quick reviews on closed deals, last 12 months · 11 closed deals still to review
Won (3)
  • Quality of our work2
  • 50/50 payment terms1
  • Rapport on the First Impressions Call1
  • Clear proposal1
  • Referral or trust1
Lost (3)
  • Timing, not now1
  • Price or budget1
  • Went with another agency1
Lost to
A legal-sector specialist agency1
What we said
To review: Harbour Lane Bakery brand and website, Thornbury Physiotherapy website, Larkspur Gin Co. Shopify store, Kiln Street Coffee website, Meadowcroft Builders website
Outreach funnel
All prospects, all time
  • Researched32
  • Contacted20 · 63%
  • Replied7 · 35%
  • Meeting booked4 · 57%
  • Won2 · 50%
Outreach by sector
Which kinds of business reply, all time
SectorProspectsContactedReply rateWon
Trades & construction6540%0
Health & wellbeing630%0
Professional services4333%0
Property220%0
Hospitality410%0
Logistics310%0
Retail & ecommerce31100%0
Bakery and café11100%1
Facilities services110%0
Education & childcare11100%0
Café11100%1
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal